1 / 6

Insurance Company Sales Process

Insurance Company Sales Process. Goals, Agent / Broker Targets, Contact Strategy. Sales Call / Contact Reluctance. Agent / Broker Contact. Prospect Qualification. Proposal, Presentation, Close. Insurance Company Sales Process. Establish Contact Strategy. INSCO Sales & Profit Goals.

jadyn
Télécharger la présentation

Insurance Company Sales Process

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Insurance Company Sales Process • Goals, Agent / Broker Targets, Contact Strategy • Sales Call / Contact Reluctance • Agent / Broker Contact • Prospect Qualification • Proposal, Presentation, Close

  2. Insurance Company Sales Process Establish Contact Strategy INSCO Sales & Profit Goals Target Agents / Brokers Target Research & Verify

  3. Insurance Company Sales Process INSCO Sales & Profit Goals Target Agents / Brokers Establish Contact Strategy Target Research & Verify Establish Appointment / Contact Aims Execute Contact Strategy Continuously Overcoming Sales Call Reluctance Outbound Contact Make Telephone / Face-to-face Appointment

  4. Insurance Company Sales Process Establish Contact Strategy INSCO Sales & Profit Goals Target Agents / Brokers Target Research & Verify Establish Appointment / Contact Aims Execute Contact Strategy Continuously Overcoming Sales Call Reluctance Outbound Contact Confirm Appointment Objectives & Rehearse N Are There Qualified New Business Opportunities? Make Telephone / Face-to-face Appointment Y

  5. Insurance Company Sales Process Establish Contact Strategy INSCO Sales & Profit Goals Target Agents / Brokers Target Research & Verify Establish Appointment / Contact Aims Execute Contact Strategy Continuously Overcoming Sales Call Reluctance Outbound Contact Confirm Appointment Objectives & Rehearse N Are There Qualified New Business Opportunities? Make Telephone / Face-to-face Appointment Y INSCO Follow - up INSCO Follow - up INSCO Follow - up Submissions to INSCO Prospect Makes Decision Agent Presentation to Prospect Proposal Delivered To Agent/Broker Measure YTD Submissions & Monitor Agent/Broker Trends Measure YTD Premium & Monitor Agent/Broker Trends Yes to INSCO! Course Correction Course Correction

  6. Insurance Company Sales Process Establish Contact Strategy INSCO Sales & Profit Goals Target Agents / Brokers Target Research & Verify Establish Appointment / Contact Aims Execute Contact Strategy Continuously Overcoming Sales Call Reluctance Outbound Contact Confirm Appointment Objectives & Rehearse N Are There Qualified New Business Opportunities? Make Telephone / Face-to-face Appointment Y INSCO Follow - up INSCO Follow - up INSCO Follow - up Submissions to INSCO Prospect Makes Decision Agent Presentation to Prospect Proposal Delivered To Agent/Broker Measure YTD Submissions & Monitor Agent/Broker Trends NO to INSCO! Course Correction

More Related